Zscaler (NASDAQ: ZS) is preparing to announce its financial results for the first quarter of fiscal year 2026 after the market closes on November 25, 2025. Analysts anticipate the cloud security company will report earnings of $0.85 per share, with expected revenue reaching $773.86 million for the quarter. The firm has provided guidance for fiscal year 2026, projecting earnings per share (EPS) between $3.640 and $3.680.
The earnings call is scheduled for 4:30 PM ET on the same day. Investors and analysts are keen to hear how Zscaler’s performance aligns with these expectations, especially following its previous earnings report released on September 2.
In that prior quarter, Zscaler exceeded analysts’ expectations, posting $0.89 EPS, surpassing the consensus estimate of $0.80 by $0.09. The company reported revenue of $719.23 million, which also exceeded the forecast of $707.15 million. This marked a significant year-over-year revenue increase of 21.3%, as compared to $0.88 EPS in the same quarter last year.
Zscaler’s stock has shown considerable movement, opening at $275.01 recently. The company boasts a market capitalization of $43.53 billion, with a current ratio and quick ratio both standing at 2.01. The debt-to-equity ratio is reported at 0.95, while the stock has fluctuated between a 12-month low of $164.78 and a high of $336.99.
Insider Trading Activity
Recent insider trading activity has drawn attention to Zscaler’s leadership. On September 16, CEO Jagtar Singh Chaudhry sold 2,865 shares at an average price of $280.70, amounting to approximately $804,205.50. Following this transaction, Chaudhry retains ownership of 350,700 shares, valued at around $98.44 million, marking a 0.81% decrease in his stake.
Similarly, Executive Vice President Raj Judge sold 4,524 shares on the same day, also at an average price of $280.70, resulting in a total of $1,269,886.80. After this sale, Judge holds 73,832 shares, worth approximately $20.72 million, reflecting a 5.77% decline in his ownership. These transactions have been documented in filings with the Securities and Exchange Commission.
Over the past ninety days, insiders have collectively sold 43,084 shares valued at approximately $12.45 million. Currently, corporate insiders own 18.10% of Zscaler’s stock.
Institutional Investments in Zscaler
The interest from institutional investors has also been noteworthy. Various hedge funds have recently adjusted their positions in Zscaler, including Sivia Capital Partners LLC, which acquired a new stake during the second quarter valued at around $252,000. Equity Wealth Partners LLC and Thrivent Financial for Lutherans both purchased new stakes in the third quarter, each worth approximately $232,000.
Additionally, B. Riley Wealth Advisors Inc. acquired a new position valued at $271,000, while Rakuten Securities Inc. increased its stake by 36.2% during the same period, now holding 794 shares, valued at approximately $249,000. Institutional investors currently own 46.45% of Zscaler’s stock.
Zscaler operates as a leading provider of cloud security solutions globally, offering products such as Zscaler Internet Access and Zscaler Private Access, which secure access to external applications and managed internal applications, respectively. As the company prepares for its upcoming earnings report, market participants will be closely watching its performance metrics and growth trajectory.
